Tanglewood Wealth Management

Tanglewood Wealth Management as of June 30, 2022

Portfolio Holdings for Tanglewood Wealth Management

Tanglewood Wealth Management holds 30 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 3 7 Yr Treas Bd (IEI) 13.5 $100M 839k 119.34
Vanguard Index Fds Total Stk Mkt (VTI) 11.8 $88M 465k 188.62
Ishares Tr Core Us Aggbd Et (AGG) 10.0 $74M 728k 101.68
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.8 $58M 946k 61.16
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 7.2 $53M 1.3M 40.80
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.1 $45M 405k 111.73
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 4.9 $37M 533k 68.61
Ishares Gold Tr Ishares New (IAU) 4.7 $35M 1.0M 34.31
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 4.6 $34M 676k 50.90
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.6 $34M 268k 128.24
Select Sector Spdr Tr Energy (XLE) 4.5 $33M 465k 71.51
Spdr Gold Tr Gold Shs (GLD) 3.9 $29M 171k 168.46
Vanguard Index Fds Real Estate Etf (VNQ) 2.9 $22M 236k 91.11
Ishares Tr Russell 3000 Etf (IWV) 2.7 $20M 93k 217.39
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.5 $18M 253k 72.18
Ishares Tr Core Msci Eafe (IEFA) 2.2 $16M 277k 58.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $16M 58k 280.27
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.6 $12M 261k 44.19
Ishares Tr Msci Eafe Etf (EFA) 0.8 $6.1M 98k 62.49
Ishares Tr Eafe Value Etf (EFV) 0.5 $3.6M 84k 43.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.4M 49k 49.95
Vanguard World Fds Energy Etf (VDE) 0.1 $980k 9.9k 99.45
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $839k 10k 80.52
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $685k 7.5k 91.92
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $629k 5.7k 110.08
Select Sector Spdr Tr Technology (XLK) 0.1 $622k 4.9k 127.15
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $450k 10k 44.63
Microsoft Corporation (MSFT) 0.0 $261k 1.0k 256.89
Apple (AAPL) 0.0 $232k 1.7k 136.71
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $204k 9.7k 21.11